Crestwood Advisors Group, LLC
BOSTON MA · SEC CIK 0001426853
$59.45亿2026Q1 申报市值
766持仓数
30.7%前十大占比 · 第一大 5.9%
106 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$5,513.35万
AZN 新建仓+$4,592.52万
VSLU 加仓+$3,447.34万
NVDA 加仓+$3,099.84万
INTU 加仓+$1,552.60万
2026Q1 卖出最多 按季末市值估算
AZN 清仓-$4,525.59万
CRM 减仓-$2,416.43万
ADBE 减仓-$1,624.61万
ROP 减仓-$1,165.31万
TXN 减仓-$895.07万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TM | TOYOTA MOTOR CORP ADS | $22.11万 | 0.00% | 1,073 | 1,073 | — | $22.11万 | 新建仓 |
| NDSN | NORDSON CORP COM | $22.16万 | 0.00% | 833 | 833 | — | $22.16万 | 新建仓 |
| POST | POST HLDGS INC COM | $22.24万 | 0.00% | 2,250 | 2,250 | — | $22.24万 | 新建仓 |
| MRNA | MODERNA INC COM | $22.29万 | 0.00% | 4,388 | 4,388 | — | $22.29万 | 新建仓 |
| WSO | WATSCO INC COM | $22.30万 | 0.00% | 613 | -16 | -2.5% | -$5,821 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $22.43万 | 0.00% | 895 | 895 | — | $22.43万 | 新建仓 |
| TDC | TERADATA CORP DEL COM | $22.45万 | 0.00% | 8,759 | 8,759 | — | $22.45万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $22.47万 | 0.00% | 1,041 | 1,041 | — | $22.47万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS | $22.60万 | 0.00% | 13,319 | 13,319 | — | $22.60万 | 新建仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $22.60万 | 0.00% | 890 | 0 | 0.0% | — | 不变 |
| TBBK | BANCORP INC DEL COM | $22.67万 | 0.00% | 4,219 | 4,219 | — | $22.67万 | 新建仓 |
| EVTC | EVERTEC INC COM | $22.70万 | 0.00% | 8,044 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW COM | $22.73万 | 0.00% | 7,548 | 1,354 | 21.9% | $4.08万 | 加仓 |
| HPQ | HP INC COM | $22.81万 | 0.00% | 11,873 | -1,443 | -10.8% | -$2.77万 | 减仓 |
| AROC | ARCHROCK INC COM | $22.94万 | 0.00% | 6,593 | -4,513 | -40.6% | -$15.71万 | 减仓 |
| LOPE | GRAND CANYON ED INC COM | $23.01万 | 0.00% | 1,353 | 1,353 | — | $23.01万 | 新建仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $23.06万 | 0.00% | 7,916 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY COM | $23.16万 | 0.00% | 2,944 | 2,944 | — | $23.16万 | 新建仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $23.38万 | 0.00% | 2,205 | 2 | 0.1% | $212 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $23.39万 | 0.00% | 1,307 | -489 | -27.2% | -$8.75万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $23.61万 | 0.00% | 5,136 | 952 | 22.8% | $4.38万 | 加仓 |
| WWD | WOODWARD INC COM | $23.80万 | 0.00% | 665 | 665 | — | $23.80万 | 新建仓 |
| NI | NISOURCE INC COM | $23.82万 | 0.00% | 5,104 | 5,104 | — | $23.82万 | 新建仓 |
| CDW | CDW CORP COM | $23.84万 | 0.00% | 1,970 | 60 | 3.1% | $7,261 | 加仓 |
| FR | FIRST INDL RLTY TR INC COM | $23.87万 | 0.00% | 4,126 | 4,126 | — | $23.87万 | 新建仓 |
| MDB | MONGODB INC CL A | $23.88万 | 0.00% | 976 | 976 | — | $23.88万 | 新建仓 |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | $23.93万 | 0.00% | 5,961 | -50 | -0.8% | -$2,007 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC COM | $24.03万 | 0.00% | 1,455 | -84 | -5.5% | -$1.39万 | 减仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $24.13万 | 0.00% | 10,084 | 10,084 | — | $24.13万 | 新建仓 |
| BYD | BOYD GAMING CORP COM | $24.19万 | 0.00% | 2,943 | -209 | -6.6% | -$1.72万 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $24.21万 | 0.00% | 3,966 | 3,966 | — | $24.21万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC COM | $24.24万 | 0.00% | 4,043 | 4,043 | — | $24.24万 | 新建仓 |
| O | REALTY INCOME CORP COM | $24.31万 | 0.00% | 3,974 | 3,974 | — | $24.31万 | 新建仓 |
| F | FORD MTR CO COM | $24.35万 | 0.00% | 21,099 | 3,379 | 19.1% | $3.90万 | 加仓 |
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $24.39万 | 0.00% | 2,777 | 419 | 17.8% | $3.68万 | 加仓 |
| PODD | INSULET CORP COM | $24.47万 | 0.00% | 1,166 | 1,166 | — | $24.47万 | 新建仓 |
| CLX | CLOROX CO DEL COM | $24.51万 | 0.00% | 2,365 | 2,365 | — | $24.51万 | 新建仓 |
| CINF | CINCINNATI FINL CORP COM | $24.63万 | 0.00% | 1,565 | 3 | 0.2% | $472 | 加仓 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $24.68万 | 0.00% | 605 | 605 | — | $24.68万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC COM | $24.74万 | 0.00% | 2,137 | 195 | 10.0% | $2.26万 | 加仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $24.75万 | 0.00% | 2,790 | 298 | 12.0% | $2.64万 | 加仓 |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | $24.78万 | 0.00% | 2,858 | 2,858 | — | $24.78万 | 新建仓 |
| BP | BP PLC SPONSORED ADR | $24.78万 | 0.00% | 5,273 | 5,273 | — | $24.78万 | 新建仓 |
| OGE | OGE ENERGY CORP COM | $24.79万 | 0.00% | 5,169 | 5,169 | — | $24.79万 | 新建仓 |
| CRH | CRH PLC ORD | $24.80万 | 0.00% | 2,359 | 2,359 | — | $24.80万 | 新建仓 |
| CIBR | FIRST TRUST NASDAQ CYBERSECURITY ETF | $24.83万 | 0.00% | 3,962 | -27 | -0.7% | -$1,692 | 减仓 |
| PPL | PPL CORP COM | $24.87万 | 0.00% | 6,510 | 6,510 | — | $24.87万 | 新建仓 |
| AMP | AMERIPRISE FINL INC COM | $24.93万 | 0.00% | 561 | -1,150 | -67.2% | -$51.11万 | 减仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $25.14万 | 0.00% | 11,139 | 11,139 | — | $25.14万 | 新建仓 |
| CGNX | COGNEX CORP COM | $25.33万 | 0.00% | 5,171 | 5,171 | — | $25.33万 | 新建仓 |
| EIX | EDISON INTL COM | $25.45万 | 0.00% | 3,478 | 3,478 | — | $25.45万 | 新建仓 |
| G | GENPACT LIMITED SHS | $25.46万 | 0.00% | 6,835 | -916 | -11.8% | -$3.41万 | 减仓 |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $25.72万 | 0.00% | 2,787 | -731 | -20.8% | -$6.75万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $25.73万 | 0.00% | 1,687 | 1,687 | — | $25.73万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $25.82万 | 0.00% | 544 | 544 | — | $25.82万 | 新建仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $25.94万 | 0.00% | 5,652 | -200 | -3.4% | -$9,178 | 减仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $25.94万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP COM | $26.12万 | 0.00% | 3,452 | 461 | 15.4% | $3.49万 | 加仓 |
| MSM | MSC INDL DIRECT INC CL A | $26.12万 | 0.00% | 2,831 | 227 | 8.7% | $2.09万 | 加仓 |
| BRO | BROWN & BROWN INC COM | $26.14万 | 0.00% | 4,009 | 665 | 19.9% | $4.34万 | 加仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $26.28万 | 0.00% | 7,725 | 7,725 | — | $26.28万 | 新建仓 |
| RDY | DR REDDYS LABS LTD ADR | $26.31万 | 0.00% | 18,996 | 7,063 | 59.2% | $9.78万 | 加仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $26.43万 | 0.00% | 5,620 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC COM | $26.44万 | 0.00% | 2,414 | 2,414 | — | $26.44万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS INC COM | $26.56万 | 0.00% | 6,816 | 946 | 16.1% | $3.69万 | 加仓 |
| GIS | GENERAL MILLS INC COM | $26.60万 | 0.00% | 7,146 | 699 | 10.8% | $2.60万 | 加仓 |
| IBRX | IMMUNITYBIO INC COM | $26.61万 | 0.00% | 34,690 | 1,638 | 5.0% | $1.26万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $26.62万 | 0.00% | 12,279 | 12,279 | — | $26.62万 | 新建仓 |
| PKX | POSCO HOLDINGS INC SPONSORED ADR | $26.63万 | 0.00% | 4,553 | 4,553 | — | $26.63万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $26.71万 | 0.00% | 2,397 | 521 | 27.8% | $5.81万 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC COM | $26.79万 | 0.00% | 3,744 | -3,847 | -50.7% | -$27.53万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $26.80万 | 0.00% | 9,217 | -23 | -0.2% | -$669 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO COM | $26.82万 | 0.00% | 990 | 66 | 7.1% | $1.79万 | 加仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $26.85万 | 0.00% | 2,422 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC COM | $26.86万 | 0.00% | 2,179 | 434 | 24.9% | $5.35万 | 加仓 |
| HDB | HDFC BANK LTD SPONSORED ADS | $26.96万 | 0.00% | 10,836 | 1,160 | 12.0% | $2.89万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC COM | $27.04万 | 0.00% | 2,214 | 219 | 11.0% | $2.67万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $27.43万 | 0.00% | 3,909 | 1 | 0.0% | $70 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO CL B | $27.43万 | 0.00% | 6,371 | -1,483 | -18.9% | -$6.39万 | 减仓 |
| KHC | KRAFT HEINZ CO COM | $27.48万 | 0.00% | 12,220 | 3,420 | 38.9% | $7.69万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $27.51万 | 0.00% | 4,487 | 4,487 | — | $27.51万 | 新建仓 |
| BHP | BHP BILLITON LIMITED SPONSORED ADS | $27.53万 | 0.00% | 3,785 | 3,785 | — | $27.53万 | 新建仓 |
| SAP | SAP SE SPON ADR | $27.58万 | 0.00% | 1,611 | -405 | -20.1% | -$6.93万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $27.71万 | 0.00% | 9,033 | 9,033 | — | $27.71万 | 新建仓 |
| KB | KB FINL GROUP INC SPONSORED ADR | $27.72万 | 0.00% | 2,780 | 2,780 | — | $27.72万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC COM | $27.85万 | 0.00% | 1,819 | -379 | -17.2% | -$5.80万 | 减仓 |
| NWSA | NEWS CORP NEW CL A | $27.86万 | 0.00% | 11,176 | 11,176 | — | $27.86万 | 新建仓 |
| CAG | CONAGRA BRANDS INC COM | $27.90万 | 0.00% | 17,748 | 17,748 | — | $27.90万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC COM | $27.93万 | 0.00% | 1,629 | 345 | 26.9% | $5.91万 | 加仓 |
| EPR | EPR PPTYS COM SH BEN INT | $27.97万 | 0.00% | 5,598 | 5,598 | — | $27.97万 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $28.04万 | 0.00% | 10,639 | 2,966 | 38.7% | $7.82万 | 加仓 |
| GDX | VANECK GOLD MINERS ETF | $28.07万 | 0.00% | 3,058 | 3,058 | — | $28.07万 | 新建仓 |
| VTRS | VIATRIS INC COM | $28.07万 | 0.00% | 20,779 | 2,075 | 11.1% | $2.80万 | 加仓 |
| BSVO | EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF | $28.08万 | 0.00% | 11,069 | 0 | 0.0% | — | 不变 |
| PCTY | PAYLOCITY HLDG CORP COM | $28.16万 | 0.00% | 2,606 | 1,125 | 76.0% | $12.15万 | 加仓 |
| VST | VISTRA CORP COM | $28.16万 | 0.00% | 1,873 | 273 | 17.1% | $4.10万 | 加仓 |
| AGCO | AGCO CORP COM | $28.32万 | 0.00% | 2,444 | -17 | -0.7% | -$1,970 | 减仓 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $28.36万 | 0.00% | 3,675 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC COM | $28.39万 | 0.00% | 1,490 | 1,490 | — | $28.39万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $28.51万 | 0.00% | 1,138 | 1,138 | — | $28.51万 | 新建仓 |